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1777 S. Harrison St. #101-B, Denver, CO 80210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-08 |
| CO | RA | APPROVED | 2025-12-08 |
| FL | RA | APPROVED | 2025-12-08 |
| MO | RA | APPROVED | 2025-04-25 |
| TX | RA | APPROVED_RES | 2024-04-23 |
Branch Locations
1777 S. Harrison St. #101-B, Denver, CO 80210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Advisors, Llc | Shoreview | MN | 01/2013 | 08/2017 |
| Altitude Wealth Management, Llc | Denver | CO | 08/2017 | Present |
| Altitude Planning Group | Denver | CO | 01/2014 | Present |
| Meraki Intermediate Holdings, Llc | Scottsdale | AZ | 10/2025 | Present |
1) ALTITUDE PLANNING GROUP; INVESTMENT REL; 1777 S. HARRISON SUITE 101-B, DENVER CO 80210; INSURANCE AGENT; START 01/18/2014; 40 HRS/MO; INSURANCE SALES. 2)Meraki Intermediate Holdings, LLC; not investment related; Scottsdale, AZ; holding company; started 10/2025; 0 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-31 |
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